Conservative Pension
Objective
Provide low levels of risk to savings by holding income producing assets and some growth assets to protect against inflation.
Overview
The Conservative option invests in different types of assets to reduce the volatility of returns.
Style
A diversified conservative option with an income focus. All investments support the Australian Ethical Charter.
Suits
Members closer to or in retirement who need to protect their retirement savings and keep up with inflation or members who want a low volatility option.
Established
May 2010
Recommended minimum timeframe
- 1
- 2
- 3
- 4
- 5
- 6
- 7+
- Years
Asset Mix
25% Growth 75% Defensive
Investment risk
Investment risk illustration Low High
Unit Prices
-
11 May 2012$1.0704$1.0701$1.0698
Returns
| Total returns to 30 April 2012 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| Conservative Pension | 2.80% | 3.50% | 3.60% |
